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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,587 | $165,361-45.8% | $149,715-40.2% | $158,950-43.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.88% | 348.24%-339.4pp | 276.66%-267.8pp | 302.91%-294.0pp |
| Employer contribution / active EE | $3,413 | $5,103-33.1% | $4,645-26.5% | $4,762-28.3% |
| Participant deferral / active EE | $12,575 | $7,182+75.1% | $6,842+83.8% | $5,983+110.2% |
| Admin fee / account holder | $528 | $10,808-95.1% | $9,310-94.3% | $11,248-95.3% |